We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFGP
1751
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$247K +$244K +8,055 New
AI
1752
Atomic Invest
New York
$247K +$70.8K +2,335 +41%
JTWM
1753
Jackson Thornton Wealth Management
Alabama
$246K -$28.6K -943 -10%
MCA
1754
Midwest Capital Advisors
Michigan
$246K – – –
RIS
1755
Retirement Income Solutions
Michigan
$245K +$242K +7,992 New
WWMSC
1756
Wagner Wealth Management (South Carolina)
South Carolina
$244K +$2K +66 +0.8%
EPM
1757
Elm Partners Management
Pennsylvania
$244K +$243K +8,008 New
SOWAS
1758
Silver Oak Wealth Advisors Services
California
$244K – – –
Vontobel Holding
1759
Vontobel Holding
Switzerland
$243K -$144K -4,740 -37%
CASB
1760
Cape Ann Savings Bank
Massachusetts
$243K +$240K +7,910 New
W
1761
WealthCollab
Washington
$243K -$7.64K -252 -3%
BWFA
1762
Baltimore-Washington Financial Advisors
Maryland
$243K +$240K +7,905 New
MPWS
1763
McCarter Private Wealth Services
Massachusetts
$242K +$240K +7,899 New
OPW
1764
Osprey Private Wealth
New York
$242K +$239K +7,893 New
OWA
1765
Outlook Wealth Advisors
Texas
$242K – – –
GC
1766
Granville Capital
North Carolina
$242K – – –
KL
1767
KWMG LLC
Kansas
$241K +$239K +7,871 New
HG
1768
Harbor Group
New Hampshire
$241K +$182 +6 +0.1%
BFG
1769
Birch Financial Group
New Hampshire
$240K -$23.8K -785 -9%
LCM
1770
Lazari Capital Management
California
$240K +$8.34K +275 +4%
PFA
1771
Portland Financial Advisors
New York
$240K +$237K +7,810 New
PFM
1772
Peak Financial Management
Massachusetts
$239K – – –
CPIA
1773
Cornell Pochily Investment Advisors
New York
$239K -$20.5K -676 -8%
OAJ
1774
Ogorek Anthony Joseph
New York
$239K +$455 +15 +0.2%
PPA
1775
Pacific Point Advisors
California
$238K +$236K +7,770 New